1 thought on “The "Big Rund" of the shared bicycle”
Lynne
In ancient Egyptian mythology, Osiris was an enlightened king during his lifetime, and became the king of the underworld after his death. Whether the executor can get eternal trial after his death: if the heart is as heavy as the feathers, it means that the undead is correct. The weight of justice shows that the undead was a wicked before his death, and his heart would be eaten by the crocodile head monster, Amut, and the undead would be fateful.
This is not a compassion for the public, but is about a obvious business nature. is said to have basically taken shape for the shared bicycle "Seven Rainbow", and the color left to the new friends is really not much. What is gratifying is that the color is not the only difference between the bicycle sharing brands: Xiao Orange likes to talk about love, Xiao Huang goes out of sea with a disagreement, Xiaobai is more creative, forcibly borrowing from the water at the public relations level ... a kind of gourd seven The brothers' sense of the spirit of fighting the snake can't help but make people look forward to their "finale". . Unfortunately, there are few animated film -type reunion in the business community. In I wonder if it is inertia or some unique hype. The industry has been intentionally or unintentionally attributed the shared bicycle to the early special car war. It is true that before the introduction of online car rental provisions, the special car war should be regarded as a portrait of a reunion ending: most participants have received good end and decent exit; ordinary users have also enjoyed a cheap special car for a year; seemingly suffered by suffering; seemingly suffered by receiving it; it seems to be suffered. The grievance capital side was also reluctant to endure the abrupt end of the war. , I do n’t think that the one -size -fits -knife -cut policy similar to the online car -sharing will become the biggest enemy of the seven brothers of shared bicycles, because before that, there have been three “ca n’t afford torture” waiting for the shared bicycle We. "motivation" is one of my doubts. The Trump, who used to be a real estate tycoon, used such a sentence to comment on the malicious cash withdrawal encountered by the railway king Van Detbelt when forcibly acquiring Illi stocks: "Competition becomes fierce, no one knows its cruelty, Sometimes you can't even notice it, because there is a conspiracy that can't be seen behind you. " If the starting point of Xiao Orange and Xiao Huang began with feelings, then among the latter who follows the situation, there are inevitably mixed mixed with many "unsight conspiracy." After all, the essence of business is profit -seeking. From the perspective of the business model, shared bicycles are obviously not a good choice. Mobike founder Hu Weiwei once euphemistically broke the mysterious machine with a phrase "now don't think about how to make a profit". This conclusion is not difficult to deduct. Hu Weiwei calculated a account in front of the design and manufacture of Mobike, and estimated the approximate cost of a four -year -old traditional bicycle. Later, she admitted that this was not reliable in a "A seat" speech, because the later Mobike bicycles were no longer a bicycle in the traditional sense. but I think it is really "unreliable": For shared bicycles that have been stared at by the gray industry chain early, four years of maintenance may be just a utopian hypothesis. However, the news that Mobike and ofo were repeatedly exposed in major cities that did not seem to prevent their brothers and sisters from bold attacks. Large financing, building cars closed, and developing mobile applications, held a press conference to announce the entry of the game, in one go. "What"? is obvious: in order to achieve a cake in the process of achieving a unification in the shared bicycle business. M wish to be a bold conjecture, who is the most want to be a special car war in the shared bicycle? Is it Didi? They knew impatient. Is it fast? It seems to be almost meaningful. Is it uber? They smiled ashamed: I'm sorry, let's have a little face. Is of the Hornets should be the role most people look forward to. Hewor horses? In several important time nodes in the last wars of travel, there is its figure: 2013, the fast taxi announced the signing agreement with the Hornets; April 2014 , Fast taxi to complete the C -round C financing; In December 2014, Didi taxi received more than $ 700 million in Series D financing; January 2015, fast taxi completed $ 600 million in Series D financing; In February 2015, Didi taxi was announced to merge; After February 2015, we started to uninstall the fast taxi in the mobile phone spontaneously; The financing rhythm is very close. According to the data of the "Chinese Taxi APP Market Quartet Monitoring Report 2014" released by Troubled International, the data of the cumulative accounts of the two parties at the end of 2014 was 56.5%and 43.3%, respectively. The key is. It should be noted that this kind of evenly is built after the "fast acquisition of the third -ranked Hornet taxi". The number of users of the Hornets has been absorbed, and the fast taxi really has the combat power with Didi, and the chips on the negotiating table. The endless bicycle brothers may also look forward to becoming a bargaining chip like Hornets, and eventually ushered in a premium that meets his expectations. In commercial wars, the motivation is unique, but it is embarrassing that some people have a mobilized but lack of support for the product barrier that supports this bad motivation. "Product Barrier" is my second question The game from fast and Didi for a year can be seen that mergers and acquisitions are not the original intention of both parties. If possible, they are more willing to disappear their opponents from the travel market through several rounds of dense capital suppression. . Unfortunately, things are contrary to their wishes. The lessons in front of the car. J.P. JP. JP. JP. Morgan, Carnegie, and Rockefeller, who were rich in the enemy country, were absolute monopolyists without consequences. That is, the total value of these three wealth can be compared with 40 people in the world's wealth list today, and eventually they have to compromise with each other in different markets. All compromises based on business principles are essentially exactly the same: it cannot completely destroy the opponent in a short time. If possible, they are willing to destroy their opponents before the start of the competition. It turns out that there is no possibility of "completely defeating" in the field of special cars. There are four main product barriers for special car war: reward mechanism, number of drivers, after -sales experience, and software use experience. It cannot be exempted that these barriers can eventually be attributed to the capital level. Which platform has strong financing capabilities and strong subsidies, you can see the obvious tilt of the user in the short term. In the case of a considerable financing capabilities of both parties, it is expected to quickly seize the other party's market. The on the situation, the situation is completely different. After the orange and yellow are occupied most of the market, only those who follow the trend can only do cars, build more cars, and make different colors. The "car building" itself cannot produce a detonating user accumulation process in the short term to hinder the rhythm of the opponent's market. The first -mover advantage at the same time is also emerging, deposit. This deposit itself is not enough to become a product barrier. At this stage, the cash flow brought by the deposit precipitation can only be regarded as a lot of money. However, in the shared bicycle market with homogeneity and extremely low use rates, the force of deposit on the mental level and user habits is infinitely magnified: imagine it, so that those who eat melon in order to solve the last mile travel problem How unrealistic how unrealistic is it that the masses "spontaneously go through tedious processes and then convert them into other platforms." "I just find a mobility tool, there is really not much pursuit" should be the voice of most shared bicycle users. Compared with the long -distance travel scene corresponding to the special car, there are many alternative ways to travel by bicycle travel, which causes the user's mobile phone to not hold more than two shared bicycle applications at all. I think it is difficult to change the existing orange -yellow pattern by improving the user's cycling experience and cross -border marketing activities. It is recommended that entrepreneurs who want to enter this field think about the accumulation of bicycles that are nowhere to be placed, and then think about the poor deposit in the software. Finally, the dream of "acquired". Right, unless entrepreneurs who are not afraid of death play with LeTV's hardware free or zero deposit strategy, I hope that such absurd scenes should not be unfortunate. "The destination of the excess" is my third question . According to statistics, the overall investment capital of the bicycle sharing has exceeded 3 billion yuan. I don't know how many bicycles can be converted into the cost of 3 billion yuan in personnel and software development costs. In short, it should be an exaggerated number. What I am not sure is that after the concept of bicycle sharing in December 2016 rose, how many bicycle manufacturers will have the concept of bicycle sharing to build a car because of the concept of bicycle sharing. But I am sure that according to incomplete statistics, 78%of the 1.3 billion people in my country have bicycles, and the total number of bicycles in my country reached 450 million. Another data shows that ten years ago, the total number of Chinese bicycles as the "old three" of Chinese families reached 487 million. In other words, during the period before the rapid popularization of cars to the concept of bicycle sharing, the bicycle industry in my country actually entered a stage of slow development. From the perspective of total, this world does not need more bicycles. The personal observation shows that the number of bicycles setting in the placement point in Beijing is far more than the bicycle driving on the road, which shows that the volume of orange and yellow cars is more than enough. The proportion is roughly the same in other first -tier cities. So, where should the extra green, small powder, Xiaobai, and Xiaolan go from? The vertical and horizontal, go with friends in the only place of launch space? The sword is tilted, playing the ball in the non -public bicycle delivery area? Is the dark wind high at night, and make the bicycle of the friendly businessmen disappear? ...... In similar to trying, I can't see the development space, but I can only see the weakness of human nature. At the same time, don't forget another forces in the field of bicycle: municipal bicycle. When the bicycle brothers aimed at the pain point of travel in the first -tier cities, and put this pain point solution into a colorful massive city bicycle, have you considered who the face did this move? News, when the seven -color bicycles are covered with all corners of the north, the sentence "What is like a mess" can be returned to the original shape. At that time, when the "franchise right" similar to the online car rental was introduced, no matter how good the writing was "a letter to the relevant department", it could only become a talkative talk about the melon. The biggest problem left to the followers may be that how to transport these "illegal facilities" that accumulate like mountains within the prescribed time. It compared to these entrepreneurs, I feel more distressed those colorful bicycles and second -hand GPSs, because they may enter the gray industrial chain of certain raw materials in the gray industry chain that is difficult to describe and channels. The original intention of their birth is different. The conjecture and whispering of the bicycle sharing of bicycle sharing have never been stopped, but no one has clearly used the word "big collapse" to define this commercial competition, and I will take it against the people of the world. In my opinion, all kinds of followers after the second car of orange and yellow cannot escape the great defeat of this sooner or later. In terms of Hayek's theory, this is a short -term reward for leaders in the market, and at the same time solves the efficiency waste of excess production. In my theory, this is an Osiris -style trial of the market's purity of the "initial heart".
In ancient Egyptian mythology, Osiris was an enlightened king during his lifetime, and became the king of the underworld after his death. Whether the executor can get eternal trial after his death: if the heart is as heavy as the feathers, it means that the undead is correct. The weight of justice shows that the undead was a wicked before his death, and his heart would be eaten by the crocodile head monster, Amut, and the undead would be fateful.
This is not a compassion for the public, but is about a obvious business nature.
is said to have basically taken shape for the shared bicycle "Seven Rainbow", and the color left to the new friends is really not much. What is gratifying is that the color is not the only difference between the bicycle sharing brands: Xiao Orange likes to talk about love, Xiao Huang goes out of sea with a disagreement, Xiaobai is more creative, forcibly borrowing from the water at the public relations level ... a kind of gourd seven The brothers' sense of the spirit of fighting the snake can't help but make people look forward to their "finale".
. Unfortunately, there are few animated film -type reunion in the business community.
In I wonder if it is inertia or some unique hype. The industry has been intentionally or unintentionally attributed the shared bicycle to the early special car war. It is true that before the introduction of online car rental provisions, the special car war should be regarded as a portrait of a reunion ending: most participants have received good end and decent exit; ordinary users have also enjoyed a cheap special car for a year; seemingly suffered by suffering; seemingly suffered by receiving it; it seems to be suffered. The grievance capital side was also reluctant to endure the abrupt end of the war.
, I do n’t think that the one -size -fits -knife -cut policy similar to the online car -sharing will become the biggest enemy of the seven brothers of shared bicycles, because before that, there have been three “ca n’t afford torture” waiting for the shared bicycle We.
"motivation" is one of my doubts.
The Trump, who used to be a real estate tycoon, used such a sentence to comment on the malicious cash withdrawal encountered by the railway king Van Detbelt when forcibly acquiring Illi stocks: "Competition becomes fierce, no one knows its cruelty, Sometimes you can't even notice it, because there is a conspiracy that can't be seen behind you. "
If the starting point of Xiao Orange and Xiao Huang began with feelings, then among the latter who follows the situation, there are inevitably mixed mixed with many "unsight conspiracy." After all, the essence of business is profit -seeking. From the perspective of the business model, shared bicycles are obviously not a good choice. Mobike founder Hu Weiwei once euphemistically broke the mysterious machine with a phrase "now don't think about how to make a profit".
This conclusion is not difficult to deduct. Hu Weiwei calculated a account in front of the design and manufacture of Mobike, and estimated the approximate cost of a four -year -old traditional bicycle. Later, she admitted that this was not reliable in a "A seat" speech, because the later Mobike bicycles were no longer a bicycle in the traditional sense.
but I think it is really "unreliable": For shared bicycles that have been stared at by the gray industry chain early, four years of maintenance may be just a utopian hypothesis. However, the news that Mobike and ofo were repeatedly exposed in major cities that did not seem to prevent their brothers and sisters from bold attacks. Large financing, building cars closed, and developing mobile applications, held a press conference to announce the entry of the game, in one go.
"What"?
is obvious: in order to achieve a cake in the process of achieving a unification in the shared bicycle business.
M wish to be a bold conjecture, who is the most want to be a special car war in the shared bicycle?
Is it Didi? They knew impatient.
Is it fast? It seems to be almost meaningful.
Is it uber? They smiled ashamed: I'm sorry, let's have a little face.
Is of the Hornets should be the role most people look forward to.
Hewor horses?
In several important time nodes in the last wars of travel, there is its figure:
2013, the fast taxi announced the signing agreement with the Hornets;
April 2014 , Fast taxi to complete the C -round C financing;
In December 2014, Didi taxi received more than $ 700 million in Series D financing;
January 2015, fast taxi completed $ 600 million in Series D financing;
In February 2015, Didi taxi was announced to merge;
After February 2015, we started to uninstall the fast taxi in the mobile phone spontaneously; The financing rhythm is very close. According to the data of the "Chinese Taxi APP Market Quartet Monitoring Report 2014" released by Troubled International, the data of the cumulative accounts of the two parties at the end of 2014 was 56.5%and 43.3%, respectively. The key is. It should be noted that this kind of evenly is built after the "fast acquisition of the third -ranked Hornet taxi". The number of users of the Hornets has been absorbed, and the fast taxi really has the combat power with Didi, and the chips on the negotiating table.
The endless bicycle brothers may also look forward to becoming a bargaining chip like Hornets, and eventually ushered in a premium that meets his expectations.
In commercial wars, the motivation is unique, but it is embarrassing that some people have a mobilized but lack of support for the product barrier that supports this bad motivation.
"Product Barrier" is my second question
The game from fast and Didi for a year can be seen that mergers and acquisitions are not the original intention of both parties. If possible, they are more willing to disappear their opponents from the travel market through several rounds of dense capital suppression.
. Unfortunately, things are contrary to their wishes.
The lessons in front of the car. J.P. JP. JP. JP. Morgan, Carnegie, and Rockefeller, who were rich in the enemy country, were absolute monopolyists without consequences. That is, the total value of these three wealth can be compared with 40 people in the world's wealth list today, and eventually they have to compromise with each other in different markets.
All compromises based on business principles are essentially exactly the same: it cannot completely destroy the opponent in a short time.
If possible, they are willing to destroy their opponents before the start of the competition. It turns out that there is no possibility of "completely defeating" in the field of special cars. There are four main product barriers for special car war: reward mechanism, number of drivers, after -sales experience, and software use experience. It cannot be exempted that these barriers can eventually be attributed to the capital level. Which platform has strong financing capabilities and strong subsidies, you can see the obvious tilt of the user in the short term. In the case of a considerable financing capabilities of both parties, it is expected to quickly seize the other party's market.
The on the situation, the situation is completely different. After the orange and yellow are occupied most of the market, only those who follow the trend can only do cars, build more cars, and make different colors. The "car building" itself cannot produce a detonating user accumulation process in the short term to hinder the rhythm of the opponent's market.
The first -mover advantage at the same time is also emerging, deposit.
This deposit itself is not enough to become a product barrier. At this stage, the cash flow brought by the deposit precipitation can only be regarded as a lot of money. However, in the shared bicycle market with homogeneity and extremely low use rates, the force of deposit on the mental level and user habits is infinitely magnified: imagine it, so that those who eat melon in order to solve the last mile travel problem How unrealistic how unrealistic is it that the masses "spontaneously go through tedious processes and then convert them into other platforms."
"I just find a mobility tool, there is really not much pursuit" should be the voice of most shared bicycle users. Compared with the long -distance travel scene corresponding to the special car, there are many alternative ways to travel by bicycle travel, which causes the user's mobile phone to not hold more than two shared bicycle applications at all.
I think it is difficult to change the existing orange -yellow pattern by improving the user's cycling experience and cross -border marketing activities. It is recommended that entrepreneurs who want to enter this field think about the accumulation of bicycles that are nowhere to be placed, and then think about the poor deposit in the software. Finally, the dream of "acquired".
Right, unless entrepreneurs who are not afraid of death play with LeTV's hardware free or zero deposit strategy, I hope that such absurd scenes should not be unfortunate.
"The destination of the excess" is my third question
. According to statistics, the overall investment capital of the bicycle sharing has exceeded 3 billion yuan. I don't know how many bicycles can be converted into the cost of 3 billion yuan in personnel and software development costs. In short, it should be an exaggerated number. What I am not sure is that after the concept of bicycle sharing in December 2016 rose, how many bicycle manufacturers will have the concept of bicycle sharing to build a car because of the concept of bicycle sharing. But I am sure that according to incomplete statistics, 78%of the 1.3 billion people in my country have bicycles, and the total number of bicycles in my country reached 450 million. Another data shows that ten years ago, the total number of Chinese bicycles as the "old three" of Chinese families reached 487 million. In other words, during the period before the rapid popularization of cars to the concept of bicycle sharing, the bicycle industry in my country actually entered a stage of slow development. From the perspective of total, this world does not need more bicycles.
The personal observation shows that the number of bicycles setting in the placement point in Beijing is far more than the bicycle driving on the road, which shows that the volume of orange and yellow cars is more than enough. The proportion is roughly the same in other first -tier cities. So, where should the extra green, small powder, Xiaobai, and Xiaolan go from?
The vertical and horizontal, go with friends in the only place of launch space?
The sword is tilted, playing the ball in the non -public bicycle delivery area?
Is the dark wind high at night, and make the bicycle of the friendly businessmen disappear?
......
In similar to trying, I can't see the development space, but I can only see the weakness of human nature.
At the same time, don't forget another forces in the field of bicycle: municipal bicycle. When the bicycle brothers aimed at the pain point of travel in the first -tier cities, and put this pain point solution into a colorful massive city bicycle, have you considered who the face did this move?
News, when the seven -color bicycles are covered with all corners of the north, the sentence "What is like a mess" can be returned to the original shape.
At that time, when the "franchise right" similar to the online car rental was introduced, no matter how good the writing was "a letter to the relevant department", it could only become a talkative talk about the melon. The biggest problem left to the followers may be that how to transport these "illegal facilities" that accumulate like mountains within the prescribed time.
It compared to these entrepreneurs, I feel more distressed those colorful bicycles and second -hand GPSs, because they may enter the gray industrial chain of certain raw materials in the gray industry chain that is difficult to describe and channels. The original intention of their birth is different.
The conjecture and whispering of the bicycle sharing of bicycle sharing have never been stopped, but no one has clearly used the word "big collapse" to define this commercial competition, and I will take it against the people of the world.
In my opinion, all kinds of followers after the second car of orange and yellow cannot escape the great defeat of this sooner or later. In terms of Hayek's theory, this is a short -term reward for leaders in the market, and at the same time solves the efficiency waste of excess production. In my theory, this is an Osiris -style trial of the market's purity of the "initial heart".